Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Banco Santander, S.A. - Depositary Receipt (Common Stock) inkluderar Arlington Capital Management, Inc., FTHI - First Trust BuyWrite Income ETF, Bain Capital Public Equity Management Ii, Llc, Glenmede Investment Management, LP, Midwest Trust Co, BLUIX - BLUEPRINT GROWTH FUND Institutional Class, Bain Capital Public Equity, LP, LVW Advisors, LLC, Congress Wealth Management LLC / DE /, Aviso Financial Inc., Global Trust Asset Management, LLC, AlTi Global, Inc., Haven Private, LLC, Garden State Investment Advisory Services LLC, Benjamin Edwards Inc, IHT Wealth Management, LLC, Leavell Investment Management, Inc., Nilsine Partners, LLC, Diversified Trust Co, och Walleye Capital LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Quantinno Capital Management LP | 925 021 | 95,55 | 7 678 | 142,25 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 372 | 69 | ||||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 2 236 | 214,04 | 19 | 350,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 665 972 | 58,70 | 5 528 | 96,62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32 157 | 8,25 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 15 200 | 566,37 | 126 | 740,00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5 671 047 | 32 741,37 | 47 070 | 40 829,57 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 70 712 | 395,32 | 1 | |||||
| 2025-08-14 | 13F | Xponance, Inc. | 20 058 | 2,45 | 166 | 26,72 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 285 | 2 | ||||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 48 221 | 142,44 | 400 | 200,75 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 38 858 | 23,26 | 323 | 52,61 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 12 701 | 0 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 38 415 | 9,66 | 319 | 35,90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 422 618 | 16,72 | 3 508 | 44,62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15 733 | 131 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 156 293 | 1 297 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 38 000 | 245,45 | 313 | 322,97 | |||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 122 095 | 36,44 | 1 044 | 74,12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31 336 997 | 23,52 | 260 097 | 53,02 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 1 724 | 6,16 | 14 | 40,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 17 500 | 6,71 | 144 | 29,73 | |||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 7 309 | 4,74 | 61 | 30,43 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 062 | 84 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 29 347 | 36,01 | 197 | 100,00 | ||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 1 049 733 | 34,26 | 8 366 | 67,72 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 1 728 439 | 4,55 | 14 346 | 29,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41 228 | 191,53 | 342 | 263,83 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23 946 | 110,26 | 199 | 160,53 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 67 827 | 11,05 | 563 | 37,41 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 14 529 | 121 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 14 809 | 123 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 387 608 | 3 217 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 156 477 | 30,24 | 1 299 | 61,44 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 241 250 | 104,28 | 2 002 | 153,10 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 56 340 | 19,85 | 468 | 48,73 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 42 573 | 4,38 | 353 | 29,30 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 146 336 | 36,72 | 1 215 | 69,32 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 264 936 | 8,17 | 2 199 | 33,94 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 118 370 | 19,32 | 793 | 75,44 | ||||
| 2025-08-14 | 13F | Bain Capital Public Equity Management Ii, Llc | 277 058 | 2 300 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 38 943 | 0,44 | 346 | 38,55 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10 199 | 90 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 336 | 3 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 126 598 | 6,53 | 848 | 56,75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 29 282 | 89,21 | 243 | 135,92 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 14 293 | 0,37 | 119 | 24,21 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 24 183 | 1,13 | 201 | 25,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 153 244 | 2,36 | 1 272 | 26,72 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 29 072 | 241 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 11 843 218 | 3,36 | 98 299 | 28,05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 456 513 | 6,05 | 3 789 | 31,38 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 670 | 6 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 345 069 | 4,38 | 2 864 | 27,63 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 208 662 | 14,12 | 18 332 | 41,38 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 185 500 | 1 540 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 516 200 | 14,66 | 4 284 | 42,04 | |||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 69 738 | 5,36 | 467 | 55,15 | ||||
| 2025-08-13 | 13F | Qtron Investments LLC | 66 803 | 188,39 | 554 | 257,42 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3 750 | 0 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 189 959 | 7 603,12 | 1 577 | 9 750,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18 720 | 55,70 | 155 | 187,04 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 859 097 | 29,69 | 23 731 | 60,66 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 78 547 | 652 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 160 396 | 15,21 | 1 331 | 42,81 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 925 410 | 8,97 | 7 680 | 34,95 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 600 | 50,00 | 5 | 100,00 | ||||
| 2025-08-12 | 13F | Enterprise Financial Services Corp | 17 550 | 13,96 | 146 | 40,78 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 63 735 | 14,35 | 529 | 41,82 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 322 441 | 2 676 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 148 997 | 45,94 | 1 237 | 80,70 | ||||
| 2025-06-26 | NP | Elevation Series Trust - The Opal International Dividend Income ETF | 243 119 | 219,90 | 1 702 | 340,67 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 47 808 | 54,97 | 394 | 91,26 | ||||
| 2025-08-27 | NP | GSIB - Themes Global Systemically Important Banks ETF | 57 398 | 69,32 | 476 | 109,69 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 128 809 | 16,53 | 1 069 | 44,46 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 25 499 | 16,21 | 212 | 43,54 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 249 893 | 10,76 | 2 074 | 37,26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 139 938 | 11,32 | 1 161 | 37,89 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 58 966 | 34,36 | 489 | 66,33 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 107 468 | 209,17 | 892 | 284,05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 44 894 | 174,35 | 373 | 241,28 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 25 652 | 11,70 | 213 | 38,56 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 59 846 | 42,55 | 497 | 76,51 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 40 411 | 1,03 | 335 | 25,00 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 35 345 | 14,04 | 293 | 41,55 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 19 221 | 153 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 524 | 4 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 387 164 | 0,97 | 3 213 | 25,07 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 14 132 | 17,50 | 117 | 46,25 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 17 534 507 | 1,79 | 145 536 | 26,10 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 17 458 | 11,92 | 145 | 38,46 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 350 078 | 159,38 | 2 906 | 221,35 | ||||
| 2025-08-12 | 13F | Saturna Capital CORP | 17 500 | 145 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 170 052 | 38,12 | 1 411 | 71,24 | ||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 47 465 | 394 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 27 814 | 4,10 | 231 | 28,49 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 24 166 | 10,26 | 201 | 36,99 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3 266 411 | 0,93 | 26 033 | 26,09 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 35 005 | 11,62 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 309 | 3 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 29 291 | 7,04 | 243 | 32,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 468 380 | 355,30 | 20 488 | 464,07 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 150 | 109 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 55 141 | 14,11 | 458 | 41,49 | ||||
| 2025-08-14 | 13F | Steamboat Capital Partners, LLC | 1 474 638 | 47,46 | 12 239 | 82,67 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 869 722 | 12,75 | 15 519 | 39,68 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 38 338 | 23,73 | 257 | 81,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 663 | 1,10 | 22 | 29,41 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 34 915 | 12,29 | 290 | 25,65 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 14 482 986 | 21,96 | 120 209 | 51,08 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4 018 | 23,94 | 33 | 57,14 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 18 509 | 154 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16 293 | 14,93 | 135 | 43,62 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 43 792 | 16,41 | 363 | 43,65 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 15 753 | 5,51 | 131 | 30,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 135 431 | 8,04 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 40 017 | 235,32 | 332 | 295,24 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 17 145 | 1 919,43 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 64 947 | 539 | ||||||
| 2025-08-11 | 13F | Integrated Quantitative Investments LLC | 532 304 | 8,63 | 4 418 | 34,57 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 22 257 | 46,63 | 185 | 82,18 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 13 502 | 0,10 | 112 | 24,44 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14 284 | 34,84 | 119 | 68,57 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 120 933 | 20,45 | 1 004 | 49,26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 142 | 59,24 | 283 | 97,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 711 | 18,22 | 31 | 42,86 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 40 396 | 6,30 | 335 | 31,89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 36 898 | 79,74 | 306 | 229,03 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 332 697 | 34,14 | 3 021 | 81,82 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11 076 | 104 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 672 557 | 20,45 | 13 882 | 49,22 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 767 | 199,11 | 171 | 263,83 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 044 | 463,09 | 17 | 700,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 846 811 | 3,80 | 7 029 | 28,58 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 51 691 | 1 081,78 | 429 | 1 379,31 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3 037 | 25 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 22 419 | 186 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 10 000 | 83 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 254 260 | 1,50 | 2 110 | 25,74 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 689 | 54,95 | 15 | 100,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 173 332 | 143,55 | 1 439 | 202,10 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 194 128 | 17,67 | 1 611 | 45,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 001 256 | 153,47 | 24 910 | 214,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 068 | 41,64 | 17 | 70,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 46 600 | 94,17 | 387 | 141,25 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | 140 540 | 203,42 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 325 | 50 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 35 469 | 1,27 | 294 | 25,64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 36 382 | 302 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 126 318 | 9,90 | 1 048 | 36,10 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 271 453 | 18,33 | 2 253 | 46,58 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 69 191 | 18,19 | 574 | 46,43 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 138 085 | 10,85 | 1 146 | 37,41 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 772 | 6 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 7 353 | 61 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 30 174 478 | 8,03 | 250 448 | 33,83 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 331 531 | 5,85 | 2 752 | 31,12 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 135 599 | 2,30 | 1 125 | 26,69 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 007 | 100 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 11 084 | 92 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 265 | 2 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 10 117 | 84 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 341 450 | 13,87 | 2 834 | 40,78 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 26 528 | 63,58 | 220 | 103,70 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 32 055 | 11,29 | 266 | 38,54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 57 042 | 85,26 | 473 | 129,61 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 61 180 | 0,85 | 508 | 24,88 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 161 581 | 15,87 | 1 341 | 43,58 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 269 253 | 2 235 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 122 244 | 33,43 | 1 015 | 65,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 000 | 50 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 27 093 | 226 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 432 | 0,23 | 4 | 50,00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 115 000 | 954 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 38 149 | 2,61 | 317 | 26,91 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12 611 | 0,10 | 110 | 29,76 | ||||
| 2025-08-19 | 13F | State of Wyoming | 15 638 | 130 | ||||||
| 2025-07-09 | 13F | PFW Advisors LLC | 29 820 | 0,10 | 248 | 24,12 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 67 388 | 559 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 622 259 | 5,24 | 5 165 | 30,37 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 37 131 | 308 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 56 691 | 12,14 | 471 | 39,05 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 209 | 2 | ||||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 379 886 | 0,30 | 3 153 | 24,28 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 290 | 69,13 | 52 | 116,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 330 901 | 61,84 | 3 | 100,00 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 952 | 298,33 | 8 | 600,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 33 123 | 0,38 | 275 | 23,98 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 33 645 | 24,51 | 279 | 54,14 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 26 840 | 223 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 24 907 | 0,48 | 207 | 24,10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 331 731 | 10,88 | 2 753 | 37,38 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19 736 | 13,29 | 164 | 40,52 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 118 743 | 4,71 | 997 | 28,35 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 15 829 | 30,34 | 131 | 61,73 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 849 | 64,62 | 273 | 104,51 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11 426 | 0,88 | 95 | 25,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25 425 | 27,96 | 211 | 58,65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 58 427 | 396,83 | 485 | 520,51 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 20 322 | 95,65 | 169 | 143,48 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 15 850 | 0 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21 952 | 182 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 744 | 447,06 | 6 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 17 244 | 143 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 33 942 | 6,54 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 10 766 | 7,70 | 89 | 34,85 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 52 364 | 0,32 | 435 | 24,36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13 626 | 113 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 602 562 | 7,17 | 5 001 | 32,76 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 479 | 111,18 | 54 | 165,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18 284 | 152 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18 472 | 68,00 | 153 | 109,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 99 112 | 126,59 | 823 | 180,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 125 251 | 6,84 | 1 040 | 32,36 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2 000 | 17 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10 857 | 0,75 | 90 | 25,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 306 150 | 6,67 | 2 541 | 32,09 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 12 543 | 1,26 | 104 | 26,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 146 103 | 72,46 | 1 213 | 113,76 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 69 227 | 575 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 923 | 2,56 | 24 | 26,32 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 40 610 | 337 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 10 000 | 83 | ||||||
| 2025-08-14 | 13F | Bain Capital Public Equity, LP | 50 595 | 420 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 500 | 4 | ||||||
| 2025-07-29 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 56 737 | 452 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 328 548 | 2 714 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 424 | 0,97 | 70 | 25,45 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4 991 | 35 550,00 | 41 | 20,59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 93 280 | 4,17 | 773 | 29,05 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 23 260 | 193 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 108 | 82,55 | 167 | 127,40 | ||||
| 2025-07-23 | 13F | Optas, LLC | 28 290 | 27,48 | 235 | 58,11 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 1 757 483 | 5 818,85 | 14 587 | 7 380,51 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 116 384 | 17,58 | 959 | 42,71 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 10 792 | 90 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2 797 977 | 110,48 | 23 | 187,50 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 84 340 | 50,60 | 700 | 86,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 164 737 | 11,80 | 9 667 | 38,50 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 85 250 | 14,06 | 708 | 41,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 104 519 | 506,61 | 868 | 1 011,54 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19 431 | 1,17 | 161 | 25,78 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 42 679 | 47,99 | 354 | 83,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13 257 | 0,33 | 110 | 25,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 260 623 | 89,12 | 10 463 | 134,33 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 1 223 907 | 20,27 | 10 158 | 48,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 110 480 | 26,35 | 875 | 49,40 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13 495 | 20,81 | 112 | 51,35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 798 | 90 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 12 960 | 108 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 29 045 | 2,09 | 259 | 23,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 778 086 | 68,51 | 39 658 | 108,76 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1 250 | 25,00 | 10 | 66,67 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 27 787 | 3,95 | 231 | 28,49 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15 126 | 131 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 103 353 | 210,43 | 858 | 284,30 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 928 686 | 29,72 | 7 708 | 60,72 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 137 043 | 202,95 | 1 137 | 275,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 312 463 | 178,18 | 2 593 | 244,81 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 64 678 | 1,77 | 537 | 26,12 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 15 219 | 126 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12 462 179 | 11,39 | 103 436 | 37,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 911 859 | 54,76 | 7 568 | 91,74 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 644 | 30 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 18 952 | 181 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 61 099 | 64,68 | 507 | 104,44 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 46 659 | 55,77 | 387 | 93,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 356 553 | 499,94 | 27 859 | 643,10 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 713 288 | 19,12 | 5 920 | 47,56 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 861 185 | 0,55 | 7 148 | 24,73 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 655 | 11,30 | 14 | 44,44 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20 985 | 174 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 120 | 1 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 3 614 912 | 9,55 | 30 004 | 35,70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 122 364 | 8,95 | 1 016 | 34,97 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 173 835 | 37,56 | 1 443 | 70,45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23 732 | 20,68 | 197 | 49,62 | ||||
| 2025-08-08 | NP | QGBLX - Quantified Global Fund Investor Class | 29 708 | 247 | ||||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 70 772 | 16,77 | 587 | 44,58 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Call | 16 700 | 139 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 189 260 | 2,74 | 1 268 | 50,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 874 687 | 0,69 | 7 260 | 24,73 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 62 535 | 21,83 | 519 | 51,31 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 60 645 | 10,41 | 503 | 37,06 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 67 816 | 1,35 | 563 | 25,45 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 198 | 34,03 | 110 | 65,15 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 390 902 | 13,04 | 3 244 | 105,84 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 139 | 1 | ||||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 26 200 | 0,98 | 217 | 25,43 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279 614 | 2 321 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 772 | 6 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 7 643 158 | 2 038 075,47 | 63 | |||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 47 500 | 394 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 88 047 | 97,14 | 737 | 143,23 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 690 205 | 77,45 | 5 729 | 119,88 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 98 642 | 819 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 3 742 | 33 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 156 | 84 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 10 903 | 90 | ||||||
| 2025-08-07 | 13F | Guardian Capital Lp | 141 072 | 1 171 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 345 625 | 3 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 217 000 | 1 801 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 27 870 | 231 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 67 268 | 48,66 | 558 | 84,16 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 34 459 | 3,51 | 286 | 28,25 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10 074 | 84 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 400 442 | 376,47 | 3 324 | 490,23 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 15 728 | 131 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 162 | 37,12 | 208 | 76,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 160 083 | 11,04 | 1 073 | 63,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 425 | 4 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 95 312 | 24,77 | 791 | 54,79 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 567 | 1 173,98 | 13 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 10 080 | 84 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 8 672 990 | 71 465 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 203 | 478,75 | 43 | 616,67 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 16 307 | 5,25 | 135 | 31,07 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 23 862 | 4,37 | 160 | 52,88 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 716 | 65,80 | 14 | 133,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 125 875 | 1 045 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 83 | 1 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5 830 | 2,91 | 48 | 29,73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 466 | 170 | ||||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 38 683 | 321 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 760 411 | 17,69 | 6 312 | 45,78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 363 757 | 127,23 | 3 019 | 181,62 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 70 918 | 11 431,38 | 589 | 14 600,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14 769 | 13,82 | 123 | 41,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-22 | NP | MLMIX - Global Core Portfolio Class I | 160 373 | 524,34 | 1 331 | 673,84 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 1 645 | 166,18 | 14 | 225,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 650 | 30 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 20 070 | 36,28 | 167 | 69,39 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 38 841 | 90,70 | 322 | 136,76 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 16 982 | 141 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 17 |
